Recently, spurred by prolonged heatwaves, a resurgence in industrial economic activity, and the proliferation of novel electricity-consuming sectors, the national electricity demand has witnessed a significant upswing. This surge has led to power grid loads in numerous regions repeatedly scaling new heights. On August 3, grid loads in areas including Shandong and Tianjin set fresh records, further intensifying the pressure on ensuring a stable power supply. In response to the summer peak demand challenge, listed companies along the power industry chain are proactively taking measures to secure supply and maintain stable production. Insights from semi-annual reports and performance forecasts reveal a pronounced structural divergence within the sector: hydropower, power equipment, and energy storage segments are exhibiting robust performance, whereas traditional thermal power is grappling with transformational pressures, thereby expediting the establishment of a new-era power system.